+1,367.0%
PAYC vs VIG
+309.6%
+1,057.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -4.3% |
| 7D | -7.9% | -0.4% | -7.5% | -7.3% |
| 30D | +2.1% | -2.1% | +4.2% | +5.4% |
| 3M | +61.8% | +3.3% | +58.4% | +54.2% |
| 6M | +59.9% | +9.3% | +50.6% | +39.4% |
| YTD | +38.5% | +10.1% | +28.4% | +18.9% |
| 1Y | -1.4% | +14.7% | -16.1% | -20.4% |
| 3Y | -21.0% | +56.9% | -77.9% | -60.3% |
| 5Y | -52.9% | +62.9% | -115.8% | -76.7% |
| 10Y | +332.8% | +241.3% | +91.5% | -20.5% |
| All | +1,367.0% | +309.6% | +1,057.4% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling